JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,700
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.28%
2 Financials 10.2%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHAT icon
4876
Roundhill Generative AI & Technology ETF
CHAT
$716M
$80K ﹤0.01%
1,300
BEEP icon
4877
Mobile Infrastructure Corp
BEEP
$140M
$79.9K ﹤0.01%
22,702
+8,848
VACHW
4878
Voyager Acquisition Corp Warrants
VACHW
$2.69M
0
FYC icon
4879
First Trust Small Cap Growth AlphaDEX Fund
FYC
$570M
$79.2K ﹤0.01%
873
+389
ECXWW
4880
ECARX Holdings Warrants
ECXWW
$2.24M
0
MTA
4881
Metalla Royalty & Streaming
MTA
$651M
$78.2K ﹤0.01%
12,311
-1,760
SMC
4882
Summit Midstream
SMC
$288M
$78.1K ﹤0.01%
3,802
-2,275
GCBC icon
4883
Greene County Bancorp
GCBC
$377M
$78K ﹤0.01%
3,450
-464
QEFA icon
4884
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$957M
$77.8K ﹤0.01%
885
-28
INSG icon
4885
Inseego
INSG
$178M
$77.7K ﹤0.01%
5,190
-867
QDEC icon
4886
FT Vest Growth-100 Buffer ETF December
QDEC
$539M
$77.7K ﹤0.01%
+2,496
SOR
4887
Source Capital
SOR
$373M
$77.6K ﹤0.01%
1,724
+407
DAUG icon
4888
FT Vest US Equity Deep Buffer ETF August
DAUG
$360M
$77.5K ﹤0.01%
1,776
+266
UAUG icon
4889
Innovator US Equity Ultra Buffer ETF August
UAUG
$241M
$77.4K ﹤0.01%
+1,968
SWKH icon
4890
SWK Holdings
SWKH
$203M
$77.1K ﹤0.01%
5,298
+1,527
CAN
4891
Canaan Creative
CAN
$455M
$77K ﹤0.01%
87,319
+7,168
SFBC icon
4892
Sound Financial Bancorp
SFBC
$107M
$76.8K ﹤0.01%
1,667
+651
SGVT
4893
Schwab Government Money Market ETF
SGVT
$174M
$76.8K ﹤0.01%
+763
IBTG icon
4894
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$76.7K ﹤0.01%
3,342
+2,050
FOSL icon
4895
Fossil Group
FOSL
$113M
$76.3K ﹤0.01%
29,703
+25,146
ATYR
4896
aTyr Pharma
ATYR
$69.9M
$76.3K ﹤0.01%
105,817
+64,710
KRP icon
4897
Kimbell Royalty Partners
KRP
$1.28B
$76.2K ﹤0.01%
5,651
-23,863
FTLF icon
4898
FitLife Brands
FTLF
$173M
$76K ﹤0.01%
3,819
+1,974
CEPU
4899
Central Puerto
CEPU
$2.2B
$75.6K ﹤0.01%
9,434
-2,531
WTBN icon
4900
WisdomTree Bianco Total Return Fund
WTBN
$74.8M
$75K ﹤0.01%
2,921
+481